If you already have a customer list in QuickBooks, a spreadsheet, or another contractor app, you can drop it in instead of re-typing every row.
- 1Click 'Import CSV' on /portal/customers
Top of the customers page, next to 'Add customer'.
- 2Drop your file
We accept any CSV. Common headers (Name, Email, Phone, Address, City, State, ZIP, Notes) auto-map. Aliases like 'Phone#' and 'E-mail' work too.
- 3Review the dry-run
Before anything writes, you see a preview: how many rows look good, how many are duplicates of existing customers, and what got skipped (and why).
- 4Commit
Click 'Import' to write. If something looks wrong, you can also undo the entire batch from the same page within 24 hours.
From QuickBooks Online
QBO can export your customer list as CSV: in QBO, go to Sales → Customers → click the gear icon → Export to Excel. Save as CSV, then upload here. The column headers QBO uses are auto-mapped.
We dedupe by phone + email. If a row matches an existing customer, we'll skip it (and tell you in the dry-run summary) so re-importing doesn't create duplicates.